Arch Capital Group Ltd

ACGL remains in a Stage 2 advancing regime within a longer-term uptrend. The recent pullback into the rising 9 and 21 EMAs held on moderate volume with no signs of exhaustion, setting up for continuation. Short-term timing favors buying the bounce supported by robust free cash flow generation and active buybacks.

• ↑Q1 2026 operating income $901 M, EPS $2.50, ROE 17.8% shows strong performance.
• ↑Repurchased $783 M stock; raised buyback authorization by $3 B signals capital confidence.
• ↓Net premiums written down ~6% as $250 M of unprofitable programs weren’t renewed.